Delaware		06-1500476
(State or Other Jurisdiction of Incorporation or Organization)		(I.R.S. Employer Identification No.)
12235 El Camino Real, Suite 200 San Diego, California		92130
(Address of principal executive offices)		(Zip Code)

Item				Page
PART I—FINANCIAL INFORMATION
1.		Consolidated Financial Statements:
		Consolidated Balance Sheets, As of June 30, 2002 (unaudited) and December 31, 2001		1
		Consolidated Statements of Operations, For the Three Months and Six Months Ended June 30, 2002 and 2001 (unaudited)		2
		Consolidated Statements of Stockholders’ Equity, For the Six Months Ended June 30, 2002 (unaudited)		3
		Consolidated Statements of Cash Flows, For the Six Months Ended June 30, 2002 and 2001 (unaudited)		4
		Notes to Unaudited Consolidated Financial Statements		5
2.		Management’s Discussion and Analysis of Financial Condition and Results of Operations		9
3.		Quantitative and Qualitative Disclosures About Market Risk		16
		PART II—OTHER INFORMATION
4.		Submission of Matters to a Vote of Security Holders		17
6.		Exhibits and Reports on Form 8-K		17
		Signatures		18

		June 30, 2002				December 31, 2001
		(Unaudited)
		(In thousands, except par value)
ASSETS
Current assets:
Cash and cash equivalents		$	30,775			$	15,654
Short-term held-to-maturity investments			9,594				16,314
Accounts receivable, net			131,403				105,416
Income taxes receivable			3,857				4,803
Prepaid expenses			9,556				7,810
Other current assets			2,703				1,943
Total current assets			187,888				151,940
Fixed assets, net			9,749				7,713
Deferred income taxes, net			16,432				19,406
Deposits			1,271				617
Goodwill, net			135,585				127,752
Other intangibles, net			1,435				1,501
Total assets		$	352,360			$	308,929
LIABILITIES AND STOCKHOLDERS’ EQUITY
Current liabilities:
Bank overdraft		$	3,373			$	1,643
Accounts payable and accrued expenses			11,816				5,625
Accrued compensation and benefits			31,079				23,965
Other current liabilities			1,115				4,229
Total current liabilities			47,383				35,462
Long-term liabilities			2,761				1,562
Total liabilities			50,144				37,024
Stockholders’ equity:
Common stock, $0.01 par value; 200,000 shares authorized; 42,985 and 42,290 shares issued and outstanding at June 30, 2002 and December 31, 2001, respectively			430				423
Additional paid-in capital			352,467				345,821
Accumulated deficit			(50,681	)			(74,339	)
Total stockholders’ equity			302,216				271,905
Commitments and contingencies
Total liabilities and stockholders’ equity		$	352,360			$	308,929

		Three Months Ended June 30,							Six Months Ended June 30,
		2002				2001			2002				2001
		(Unaudited, in thousands, except per share amounts)
Revenue		$	191,235			$	116,124		$	365,191			$	219,171
Cost of revenue			144,849				86,104			276,602				164,022
Gross profit			46,386				30,020			88,589				55,149
Expenses:
Selling, general and administrative, excluding non-cash stock-based compensation			24,407				17,223			47,132				31,036
Non-cash stock-based compensation			218				4,365			436				8,730
Amortization			92				1,390			174				2,696
Depreciation			737				467			1,428				880
Transaction costs			139				—			139				—
Total expenses			25,593				23,445			49,309				43,342
Income from operations			20,793				6,575			39,280				11,807
Interest (income) expense, net			(9	)			3,672			(151	)			7,997
Income before income taxes			20,802				2,903			39,431				3,810
Income tax expense			8,321				1,510			15,773				1,981
Net income		$	12,481			$	1,393		$	23,658			$	1,829
Basic and diluted net income per common share:
Basic net income per common share		$	0.29			$	0.05		$	0.56			$	0.06
Diluted net income per common share		$	0.26			$	0.04		$	0.50			$	0.06
Weighted average common shares outstanding—basic			42,596				28,835			42,443				28,835
Weighted average common shares outstanding—diluted			47,402				31,431			47,198				31,431

		Six Months Ended June 30, 2002
		Common Stock					Additional Paid-in Capital				Accumulated Deficit				Total
		Shares		Amount
		(Unaudited, in thousands)
Balance, December 31, 2001		42,290		$	423		$	345,821			$	(74,339	)		$	271,905
Costs of issuance of common stock		—			—			(942	)			—				(942	)
Exercise of stock options		695			7			3,124				—				3,131
Non-cash income tax benefit from stock option exercises		—			—			4,028				—				4,028
Non-cash stock-based compensation		—			—			436				—				436
Net income		—			—			—				23,658				23,658
Balance, June 30, 2002		42,985		$	430		$	352,467			$	(50,681	)		$	302,216

		Six Months Ended June 30,
		2002				2001
		(Unaudited, in thousands)
Cash flows from operating activities:
Net income		$	23,658			$	1,829
Adjustments to reconcile net income to net cash provided by operating activities:
Depreciation and amortization			1,602				3,576
Provision for bad debts			1,961